EnergyTransition Supercycle
August 10, 2204: hypercale demand for energy unprecedented. Not only do hyperscalers need a lot of energy, but it has to be dependable, dispatchable, and cheap.
June 30, 2024: has the transition begun? This chart goes back all the way to 1985.
May 11, 2024: it's estimated that $4 trillion will be spent on energy transition from "oil" to wind / solar.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.